The team for this work
Which workers to hire, which Marketplace worker templates start them, and the order they need each other in.
✦ Guide · Intermediate
Agents for founders and small business
A small team of flexible workers that researches, plans, quotes and watches the market so a founder can run the business, not the admin.
Start guideYOUR OUTCOME
You will run a four-worker back office: research, coordination, quoting and a weekly market watch.
Import from the Marketplace and re-goal on the setup card Coordinate through one team Put the market watch on a Monday routine
4 min
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
The team and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
What each lesson covers
The guide, lesson by lesson.
The team for this work
Which workers to hire, which Marketplace worker templates start them, and the order they need each other in.
Start from the work, not the tool: A small team of flexible workers that researches, plans, quotes and watches the market so a founder can run the business, not the admin. The team is Ren · Research (Research assistant), Cass · Coordination (Project coordinator), Quinn · Quotes (Proposal and quote drafting), Market watch (Website and competitor monitoring). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.
Practice. Open Marketplace, Worker templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.
Marketplace → Worker templates → open Research assistant. Read Instructions, then Integrations.
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
Import worker creates your copy as a flexible worker and opens the setup card. Rename it, replace the goal with yours, and choose When to work. A founder's first hire is research with a citation rule, because every quote and plan that follows leans on it.
Practice. Import Research assistant, rename it Ren · Research, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.
Name: Ren · Research. Goal: We sell fitted wardrobes to homeowners in Perth. Research the market with sources: how many homes were renovated last year, the three largest competitors and their advertised price per linear metre, and the two most common complaints in their reviews. Deliver a two-page brief as a Word document with every figure cited. Never invent a figure; cite it or flag it. When to work: Now, once.
The team and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
Click New team, name it Back office, add Ren · Research, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, and Work in the member row opens what that member did in the team. The coordinator turns the brief into a plan with owners; the quote writer turns scope notes and your rate card into a proposal.
Practice. Create Back office, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.
@everyone Welcome to the back office. Ren's brief is in the workspace. Cass: turn it into a 90-day plan with owners and dates. Quinn: draft a proposal for the Nedlands job from my scope notes and the rate card. Post what you made and what you'd flag.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
A founder cannot watch competitors every day; a routine can. Each run shows on its worker's Runs tab. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each worker wrote first.
Practice. Add the time in When it runs, use Run now to get today's first report, then run one status round in Back office.
When it runs → Add a time. Name: Market watch. What should it do? Check the three competitors' sites for price changes, new ranges and new reviews, and report what changed with links. Say nothing if nothing changed. Repeats: Every week, Monday, 07:30.
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.